News, Vision & Voice for the Advisory Community

Articles tagged "Chris Flynn"

Headline

Publish date

Erika Donalds: Axys does not have any kind of login or audit trail, so you couldn't assign users; you couldn't limit what different users could see or do in the system. That was too much of a risk.

What one big RIA has to say about its switch from Advent Axys to Advent Portfolio Exchange

It's a night-and-day improvement in terms of the two products' functionality and the conversion process to APX was fine, if lengthy

June 15, 2011 at 2:49 PM

— There are no additional results —

RIABiz Directory

The Industry Sourcebook for RIAs

| LISTING

Add Your Listing

RIABiz Directory sponsored by:

White Paper Postings

Common Tags

Recent Articles

Popular Writers

RIABiz, Mill Valley, California
Copyright © 2009-2024 RIABiz Inc. All rights reserved.